+1,076.1%
BE vs USB
+40.0%
+1,036.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.6% | +7.5% |
| 7D | +20.0% | +1.4% | +18.5% | +18.8% |
| 30D | +7.9% | -1.3% | +9.2% | +9.0% |
| 3M | -13.2% | +15.2% | -28.5% | -22.1% |
| 6M | +53.5% | +18.8% | +34.6% | +35.4% |
| YTD | +191.0% | +21.0% | +170.0% | +152.3% |
| 1Y | +360.5% | +34.0% | +326.5% | +269.8% |
| 3Y | +1,568.0% | +95.3% | +1,472.7% | +919.3% |
| All | +1,076.1% | +40.0% | +1,036.1% | +651.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded USB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling